Appeal and Source Across Multiple FYears

Hello all,

Can anyone see a reason not to create a Source in a  2011/12 FYear Appear that is used at the end of 2011/12 as well as the start of 2012/13?

I read in the documentation that the End Date on a Source will override the Appeal End Date, but thought I should bring it up here for the Appeal experts to chime in on!

Best,

Nicholas Hudson-Ellis

Parents
  • Hi Nicholas,

     

    The only time it would matter is if you are processing a gift certificate purchase using one of those sources, and there is nothing else in the order (no performances or packages).  In that case the fiscal year for the gift certificate GL transaction is pulled from the campaign associated with the appeal to which the source you use belongs.  It’s a pretty obscure circumstance, but something to keep in mind.  For the vast majority of circumstances, though, it really doesn’t matter.

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     

Reply
  • Hi Nicholas,

     

    The only time it would matter is if you are processing a gift certificate purchase using one of those sources, and there is nothing else in the order (no performances or packages).  In that case the fiscal year for the gift certificate GL transaction is pulled from the campaign associated with the appeal to which the source you use belongs.  It’s a pretty obscure circumstance, but something to keep in mind.  For the vast majority of circumstances, though, it really doesn’t matter.

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     

Children